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DUMONT & BLAKE INVESTMENT ADVISORS LLC: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DUMONT & BLAKE INVESTMENT ADVISORS LLC on XLC, newest first. How the timeline and the estimate are built.

DUMONT & BLAKE INVESTMENT ADVISORS LLC held 46,557 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,557 shares
    Change vs previous 13F +1,257 shares

    1.12% of the 13F portfolio, value $4,987,655.

    13F-HR 0001287618-26-000003 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,300 shares
    Change vs previous 13F -1,006 shares

    1.26% of the 13F portfolio, value $5,021,929.

    13F-HR 0001287618-26-000002 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,306 shares
    Change vs previous 13F +1,142 shares

    1.31% of the 13F portfolio, value $5,451,000.

    13F-HR 0001287618-26-000001 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,164 shares
    Change vs previous 13F +731 shares

    1.3% of the 13F portfolio, value $5,346,121.

    13F-HR 0001287618-25-000009 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,433 shares
    Change vs previous 13F +188 shares

    1.26% of the 13F portfolio, value $4,822,267.

    13F-HR 0001287618-25-000004 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,245 shares
    Change vs previous 13F +4,202 shares

    1.2% of the 13F portfolio, value $4,267,477.

    13F-HR 0001287618-25-000002 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,043 shares
    Change vs previous 13F +1,512 shares

    1.04% of the 13F portfolio, value $3,876,590.

    13F-HR 0001287618-25-000001 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,531 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,483,174.

    13F-HR 0001287618-24-000006 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).